# Finance — where everything is

> Your Etsy money by day or date range: balance, payouts, sales, fees, ads, refunds, COGS and profit, with the ledger behind every figure. Every feature on the page, with the exact path to reach it. 69 features. The page itself is at https://eto.tools/dashboard/finances/.

Part of [Where everything is](https://eto.tools/dev/docs/where-everything-is.md) in the [Eto API reference](https://eto.tools/dev/docs/).

## Finance

- URL: https://eto.tools/dashboard/finances/
- Anchor: https://eto.tools/dev/docs/#where-finance
- Markdown: https://eto.tools/dev/docs/where/finance.md
- Features: 69

Your Etsy money by day or date range: balance, payouts, sales, fees, ads, refunds, COGS and profit, with the ledger behind every figure.

### First-time setup

| Feature | What it does | Where | API |
| --- | --- | --- | --- |
| Fetch Financial Data | Backfills a store ledger from Etsy so Finance has something to report on. | `Finance > Fetch Financial Data` (needs connected store) | `finance_sync` |
| Backfill window | Chooses how far back the first fetch goes: 30, 60, 90 or 120 days. | `Finance > 120 days` (needs connected store) | - |
| Set up later | Skips setup for the stores still pending so the overlay stops blocking the page. | `Finance > Set up later` | - |
| Don't track | Turns a store off for Finance, the same flag the Stores page toggle sets. | `Finance > Don’t track` | - |
| Retry | Retries the backfill for a store whose first fetch failed. | `Finance > Retry` (needs connected store) | `finance_sync` |
| Setup notice | A strip naming the stores that are not tracked in Finance yet, with Set up and Dismiss. | `Finance > Set up` | - |
| Set up skipped stores | Brings back the setup prompt for stores you dismissed earlier. | `Finance > (gear icon) > Set up N skipped stores` | - |

### Toolbar

| Feature | What it does | Where | API |
| --- | --- | --- | --- |
| Store selector | Picks which store the page reports on, or All Stores to combine them. | `Finance > (store name)` (needs connected store) | - |
| All Stores | Combines every unlocked store into one set of figures, converted into your target currency. | `Finance > (store name) > All Stores` (needs two or more stores) | - |
| Date button | Opens the calendar for picking a single day or a date range to report on. | `Finance > (date label)` | - |
| Calendar picker | Tap one day for a day view or two days for a range, then Apply, or Clear to reset. | `Finance > (date label) > Apply` | - |
| Export | Exports every ledger row in the selected window as a file. | `Finance > Export` | - |
| Export CSV | Downloads the window in Etsy statement layout: date, type, title, info, currency, amount, fees and taxes, net and tax details. | `Finance > Export > CSV` | `finance` |
| Export Excel workbook | Downloads an .xlsx with real number columns and one sheet per store. | `Finance > Export > Excel workbook` | `finance` |
| Copy JSON | Copies the figures currently on screen to the clipboard as JSON. | `Finance > (copy icon)` | `finance` |

### Lens and verification

| Feature | What it does | Where | API |
| --- | --- | --- | --- |
| Settled | Counts money on the day it actually moved. | `Finance > Settled` | - |
| Outcome | Counts what each day of sales eventually turned out to be worth after refunds and cancellations. | `Finance > Outcome` | - |
| Verification strip | Reports whether the window on screen has been checked against Etsy, and repairs missing entries when it finds them. | `Finance > (strip above the figures)` (needs connected store) | - |
| Try again | Re-runs verification for stores that could not be checked. | `Finance > (verification strip) > Try again` | - |

### Settings panel

| Feature | What it does | Where | API |
| --- | --- | --- | --- |
| Refresh Today | Re-fetches today from Etsy for the selected store and repaints the day. | `Finance > (gear icon) > Today` (needs connected store) | `finance_sync` |
| Refresh Previous 7 Days | Re-fetches the last seven days from Etsy. | `Finance > (gear icon) > Previous 7 Days` (needs connected store) | `finance_sync` |
| Refresh Previous 30 Days | Re-fetches the last thirty days from Etsy. | `Finance > (gear icon) > Previous 30 Days` (needs connected store) | `finance_sync` |
| Refresh Range | Opens a day-by-day picker so you can re-fetch only the days you choose. | `Finance > (gear icon) > Range...` (needs connected store) | `finance_sync` |
| Adjust ad spend timing | Moves ad charges onto the day they were incurred rather than the day Etsy billed them. | `Finance > (gear icon) > Adjust ad spend timing` (needs single store selected) | - |
| Remove all unpaid sales from data | Drops cancelled orders that were never paid out of every figure on the page. | `Finance > (gear icon) > Remove all unpaid sales from data` | - |
| Convert currency | Shows every figure in another currency at a rate you set. | `Finance > (gear icon) > Convert currency` | - |
| Configure rate | Sets the target currency code and the multiplier used for conversion. | `Finance > (gear icon) > Configure rate` | - |
| Delete all finance data | Wipes every ledger entry, fetch window, profit snapshot and cached day, after you type DELETE. | `Finance > (gear icon) > Delete all finance data` | - |

### Currency rates and subscriptions

| Feature | What it does | Where | API |
| --- | --- | --- | --- |
| Currency settings | Opens the settings dialog used to combine stores that bill in different currencies. | `Finance > (gear icon) > Currency settings` (needs two or more stores) | - |
| Target currency | Sets the single currency that All Stores figures are reported in. | `Finance > (gear icon) > Currency settings > Target currency` | - |
| Store rates | Sets the exchange rate used for each store currency. | `Finance > (gear icon) > Currency settings > Store rates` | - |
| Auto-fill rates | Fills in the per-store exchange rates for you. | `Finance > (gear icon) > Currency settings > Auto-fill rates` | - |
| Manage subscriptions | Records the tools and services you pay for outside Etsy so they count against All Stores profit. | `Finance > (gear icon) > Manage subscriptions` | `finance_software_expenses` |
| Add subscription | Adds a recurring or one-time software cost with a name, amount, currency, frequency and start date. | `Finance > (gear icon) > Manage subscriptions > Add` | `finance_software_expenses` |

### Day view

| Feature | What it does | Where | API |
| --- | --- | --- | --- |
| Current Balance | Your Etsy payment account balance at the end of the selected day. | `Finance > Current Balance` (needs connected store) | `finance` |
| Paid Out | What Etsy deposited to your bank on the selected day. | `Finance > Paid Out` | `finance` |
| Sales | Gross sales taken on the day, and the number of sales behind it. | `Finance > Sales` | `finance` |
| Orders not paid | Orders placed on the day that never produced any ledger activity. | `Finance > Orders not paid` | - |
| Refunds | Money refunded to buyers on the day. | `Finance > Refunds` | `finance` |
| Cancelled | Value of orders cancelled on the day. | `Finance > Cancelled` | `finance` |
| Recoupment | Money Etsy is recovering from your balance to cover a cancellation or refund. | `Finance > Recoupment` | `finance` |
| Credits | Refund credits Etsy returned to you. | `Finance > Credits` | `finance` |
| Subscription | Etsy subscription charges falling in the window. | `Finance > Subscription` | `finance` |
| Net Profit | Gross profit after cost of goods. | `Finance > Net Profit` | `finance` |
| COGS | Total cost of goods for the sales in the window, taken from the costs you entered on Orders. | `Finance > COGS` | `finance` |
| Gross Profit | Sales minus Etsy fees and ads, before cost of goods. | `Finance > Gross Profit` | `finance` |
| Fees Paid | Every Etsy fee charged in the window. | `Finance > Fees Paid` | `finance` |
| Ads Spent | Etsy ads and offsite ads charged in the window. | `Finance > Ads Spent` | `finance` |
| Metric breakdown | Opens the line-by-line entries behind any card that carries the breakdown button. | `Finance > Net Profit > (breakdown icon)` | - |
| Balance chart | Plots the running balance through the day against the selected metrics. | `Finance > (chart under the cards)` | - |
| Chart metric toggles | Turns Balance, Net Profit, Gross sales, COGS, Fees paid, Ads spent, Refunds, Cancelled, Payout and Sales lines on or off. | `Finance > (chart) > Net Profit` | - |
| Transaction groups | Lists every ledger entry for the day, grouped into the sale, fee and refund set it belongs to. | `Finance > (list under the chart)` | `finance` |
| Saved days | Opens days already stored in your database that are older than the last seven, with a search box. | `Finance > Saved days` | - |

### Range summary

| Feature | What it does | Where | API |
| --- | --- | --- | --- |
| All 7 Days | Switches from one day to a seven day summary of the same figures. | `Finance > All 7 Days` | `finance` |
| All 30 Days | Switches to a thirty day summary once those days are loaded. | `Finance > All 30 Days` | `finance` |
| Range | Picks a custom start and end day for the summary, saved days included. | `Finance > Range` | `finance` |
| Trends chart | Plots the selected metrics day by day across the chosen range. | `Finance > (trends chart)` | - |
| Profit per product | Ranks listings over the range with sales, gross, fees, refunds, COGS, net and margin. | `Finance > Profit per product` | `finance` |
| Products view | Shows the range as one row per listing, and clicking a row opens that listing orders. | `Finance > Profit per product > Products` | - |
| All Transactions | Shows every transaction group in the range instead of the per-product rollup. | `Finance > Profit per product > All Transactions` | - |
| Issues | Lists the transaction groups that could not be categorised automatically so you can check them. | `Finance > Profit per product > Issues` | - |
| Table search | Filters the transaction or group table by description, type, date or amount. | `Finance > Profit per product > All Transactions > Search transactions...` | - |
| Table paging | Steps through the transaction and group tables a page at a time. | `Finance > Profit per product > Next` | - |

### All Stores view

| Feature | What it does | Where | API |
| --- | --- | --- | --- |
| All Stores tab | Shows the combined figures for every selected store as one set of cards. | `Finance > (store name) > All Stores > All Stores` (needs two or more stores) | `finance` |
| Per Store tab | Splits the same window back out into one row of figures per store. | `Finance > (store name) > All Stores > Per Store` (needs two or more stores) | `finance` |
| Software Expense | The subscriptions you logged, charged against the selected window. | `Finance > (store name) > All Stores > Software Expense` (needs two or more stores) | `finance_software_expenses` |
| Software expenses breakdown | Opens the individual subscription charges that make up the Software Expense figure. | `Finance > Software Expense > (breakdown icon)` | `finance_software_expenses` |
| Per-store breakdown | Lists each store gross profit and its own cards under the combined totals. | `Finance > (store name) > All Stores > Per-store breakdown` (needs two or more stores) | `finance` |
| Multi-store refresh | Re-fetches every selected store from Etsy at once, with live per-store progress. | `Finance > (store name) > All Stores > (gear icon) > Previous 7 Days` (needs two or more stores) | `finance_sync` |